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Vanguard Mortgage-Backed Securities ETF
VMBS

Overview Fund Activity

380 hedge funds and large institutions have $9.26B invested in Vanguard Mortgage-Backed Securities ETF in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 50 closing their positions.

Holders
380
Holders Change
+8
Holders Change %
+2.15%
% of All Funds
8.4%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.95%
New
63
Increased
143
Reduced
137
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$234M
2
Charles Schwab
2
Charles Schwab
California
$160M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$92.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$68.4M
5
Stifel Financial
5
Stifel Financial
Missouri
$161M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$2.61B
2
CIM
2
Centersquare Investment Management
Pennsylvania
$0
3
AI
3
Atria Investments
North Carolina
$19.3M
4
AssetMark Inc
4
AssetMark Inc
California
$187M
5
Bank of America
5
Bank of America
North Carolina
$1.55B
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
226
Lido Advisors
California
$408K 7,490 +1,104 +17%
CAM
227
Concorde Asset Management
Michigan
$407K 7,472 +7,472 New
HR
228
Hayden Royal
North Carolina
$406K 7,450 -220 -3%
KA
229
Kovack Advisors
Florida
$399K 7,321 -1,875 -20%
GRP
230
Global Retirement Partners
California
$399K 7,318 +2,001 +38%
FM
231
Foster & Motley
Ohio
$397K 7,281 +767 +12%
BFEC
232
Benjamin F. Edwards & Company
Missouri
$391K 7,167 +1,232 +21%
PA
233
Parallel Advisors
California
$389K 7,149 +2,236 +46%
RCAG
234
Rehmann Capital Advisory Group
Michigan
$376K 6,896 +6,896 New
DP
235
Dearborn Partners
Illinois
$365K 6,702 – –
WC
236
Waterloo Capital
Texas
$359K 6,578 +6,578 New
BSB
237
Bangor Savings Bank
Maine
$354K 6,496 +258 +4%
Comerica Bank
238
Comerica Bank
Texas
$354K 6,527 +642 +11%
Cetera Investment Advisers
239
Cetera Investment Advisers
Illinois
$354K 6,496 +6,496 New
SCA
240
Snowden Capital Advisors
New York
$350K 6,417 +991 +18%
JPMorgan Chase & Co
241
JPMorgan Chase & Co
New York
$348K 6,380 +710 +13%
FFN
242
Focus Financial Network
Minnesota
$344K 6,315 +62 +1%
CCA
243
Clearwater Capital Advisors
Illinois
$340K 6,240 -13,641 -69%
WIA
244
World Investment Advisors
California
$339K 6,214 +920 +17%
Fidelity Investments
245
Fidelity Investments
Massachusetts
$338K 6,203 -452 -7%
CCA
246
Catalyst Capital Advisors
New York
$337K 6,190 -2,740 -31%
OWM
247
Orgel Wealth Management
Wisconsin
$336K 6,166 +6,166 New
BAM
248
Belpointe Asset Management
Nevada
$332K 6,099 +598 +11%
Cerity Partners
249
Cerity Partners
New York
$329K 6,036 – –
CA
250
Cetera Advisors
Colorado
$324K 5,937 +5,937 New
8 9
10
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